Envestnet Asset Management
JELD icon

Envestnet Asset Management’s JELD-WEN Holding JELD Stock Holding History

Envestnet Asset Management’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,685
Closed -$312K – 4238
2024
Q1 		$312K Buy
+14,685
New +$274K ﹤0.01% 3705
2023
Q3 		– Sell
-22,501
Closed -$395K – 4095
2023
Q2 		$395K Buy
22,501
+2,909
+15% +$40.5K ﹤0.01% 3343
2023
Q1 		$248K Buy
19,592
+6,127
+46% +$75.8K ﹤0.01% 3545
2022
Q4 		$130K Buy
+13,465
New +$131K ﹤0.01% 3764
2022
Q2 		– Sell
-20,121
Closed -$408K – 3988
2022
Q1 		$408K Buy
20,121
+10,148
+102% +$239K ﹤0.01% 3242
2021
Q4 		$263K Sell
9,973
-3,252
-25% -$84.3K ﹤0.01% 3489
2021
Q3 		$331K Sell
13,225
-18,152
-58% -$484K ﹤0.01% 3234
2021
Q2 		$824K Buy
31,377
+17,129
+120% +$485K ﹤0.01% 2666
2021
Q1 		$395K Sell
14,248
-665
-4% -$18.5K ﹤0.01% 2983
2020
Q4 		$378K Sell
14,913
-2,187
-13% -$52.4K ﹤0.01% 2799
2020
Q3 		$386K Buy
17,100
+3,739
+28% +$76.5K ﹤0.01% 2607
2020
Q2 		$215K Sell
13,361
-1,071
-7% -$14.1K ﹤0.01% 2843
2020
Q1 		$140K Buy
+14,432
New +$288K ﹤0.01% 2793
2019
Q4 		– Sell
-16,086
Closed -$310K – 3124
2019
Q3 		$310K Buy
16,086
+1,645
+11% +$31.8K ﹤0.01% 2652
2019
Q2 		$307K Buy
14,441
+1,078
+8% +$21.7K ﹤0.01% 2651
2019
Q1 		$236K Buy
13,363
+1,688
+14% +$30.4K ﹤0.01% 2758
2018
Q4 		$166K Buy
+11,675
New +$207K ﹤0.01% 2733
2018
Q3 		– Sell
-3,934
Closed -$112K – 1945
2018
Q2 		$112K Buy
3,934
+143
+4% +$4.14K ﹤0.01% 1948
2018
Q1 		$114K Buy
3,791
+2,924
+337% +$106K ﹤0.01% 1861
2017
Q4 		$34K Sell
867
-70
-7% -$2.6K ﹤0.01% 2419
2017
Q3 		$33K Buy
937
+228
+32% +$7.22K ﹤0.01% 2390
2017
Q2 		$23K Buy
+709
New +$23K ﹤0.01% 2572

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Asset Management's JELD Position: Q2 2024 in Review

Envestnet Asset Management sold out of JELD-WEN Holding (JELD) in Q2 2024, closing a stake of 14,685 shares — an estimated $312K sold.

Envestnet Asset Management first reported a position in JELD in Q2 2017 and held it in 22 quarters. The position peaked at $824K in Q2 2021. 170 funds tracked by Wall St. Rank hold JELD as of Q2 2024.

  • Envestnet Asset Management reported no remaining JELD-WEN Holding position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 14,685 JELD-WEN Holding shares in Q2 2024, an estimated $312K.
  • Envestnet Asset Management first reported a position in JELD-WEN Holding in Q2 2017 and held it in 22 quarters.
  • Envestnet Asset Management's JELD-WEN Holding position peaked at $824K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.